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Institutional Investment Manager
Heritage Wealth Advisors
Heritage Wealth Advisors (CIK: 0001591122) incorporated in Virginia, located at 919 E Main Street, Richmond, VA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0001172661-14-000931) filed in 2014.05.05
#
Name
Shares
Value ($)
%
Options
Notes
1 Williams Partners Lp 10,090 515 0.60%
2 AIR PRODS & CHEMS INC 2,450 292 0.34%
3 ALTRIA GROUP INC 71,851 2,689 3.11%
4 AMERICAN EXPRESS CO 2,854 257 0.30%
5 AMGEN INC 3,520 434 0.50%
6 APPLE INC 687 369 0.43%
7 BANK AMER CORP 12,607 217 0.25%
8 BB&T CORP 7,360 295 0.34%
9 BERKSHIRE HATHAWAY INC DEL 6,004 749 0.87%
10 BIOGEN INC 2,000 612 0.71%
11 BUCKEYE PARTNERS L P 11,582 873 1.01%
12 CARMAX INC 6,976 326 0.38%
13 CHEVRON CORP NEW 6,973 829 0.96%
14 COCA COLA CO 10,356 400 0.46%
15 COMMUNITY BANKERS TR CORP 15,000 60 0.07%
16 CSX CORP 27,288 791 0.92%
17 DISNEY WALT CO 3,206 256 0.30%
18 DOMINION ENERGY INC 15,397 1,094 1.27%
19 EMERSON ELEC CO 6,425 429 0.50%
20 ENERGY TRANSFER L P 16,306 762 0.88%
21 ENTERPRISE PRODS PARTNERS L 20,513 1,420 1.64%
22 EQT MIDSTREAM PARTNERS LP 4,238 302 0.35%
23 EXXON MOBIL CORP 21,821 2,130 2.46%
24 GENERAL DYNAMICS CORP 2,000 218 0.25%
25 GENERAL ELECTRIC CO 27,014 698 0.81%
26 HOLLY ENERGY PARTNERS L P 8,503 284 0.33%
27 ILLINOIS TOOL WKS INC 2,925 238 0.28%
28 INTERNATIONAL BUSINESS MACHS 4,683 902 1.04%
29 ISHARES TR 91,788 17,270 19.98%
30 ISHARES TR 29,088 1,956 2.26%
31 ISHARES TR 4,115 353 0.41%
32 ISHARES TR 119,724 8,223 9.51%
33 ISHARES TR 4,616 500 0.58%
34 JOHNSON & JOHNSON 5,400 530 0.61%
35 KRAFT HEINZ CO COM 9,776 549 0.64%
36 MAGELLAN MIDSTREAM PRTNRS LP 16,398 1,146 1.33%
37 MARKEL CORP 1,055 629 0.73%
38 MCDONALDS CORP 2,416 236 0.27%
39 MERCK & CO INC 5,968 340 0.39%
40 MICROCHIP TECHNOLOGY 4,500 215 0.25%
41 MONDELEZ INTL INC 27,151 937 1.08%
42 NGL ENERGY PARTNERS LP 15,914 594 0.69%
43 ONEOK PARTNERS LP 15,190 811 0.94%
44 PEPSICO INC 18,339 1,530 1.77%
45 PFIZER INC 7,035 225 0.26%
46 PHILIP MORRIS INTL INC 64,604 5,289 6.12%
47 PLAINS ALL AMERN PIPELINE L 19,779 1,091 1.26%
48 PROCTER AND GAMBLE CO 4,083 329 0.38%
49 REGENCY ENERGY PARTNERS 31,277 849 0.98%
50 SCHLUMBERGER LTD 2,728 267 0.31%
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